Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$678,747
+$137,993 QoQ
Shares Held
15,829
+47.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $7,737,618 across 4 Financial Conglomerates names. TREE ranks #4 (8.8% of the industry book) .
All Filings in TREE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,747 | 15,829 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $540,754 | 10,757 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $247,806 | 6,395 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||